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NATALIE A. LENSER DDS — NATALIE A. LENSER DDS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013172154NAL0001661697001
NATALIE A. LENSER DDS
Form 5500-SF
FILING_RECEIVED
NATALIE A. LENSER DDS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NATALIE A. LENSER DDS
.
Find decision makers
Plan sponsor
Name
NATALIE A. LENSER DDS
EIN
03-0398296
Address
P.O. BOX 577317 · MODESTO, CA · 95357
Phone
(209) 571-7283
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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CHRISTOPHER HENNINGER, D.M.D., INC.
CHRISTOPHER HENNINGER, D.M.D., INC. PENSION PLAN
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LANG ORTHODONTICS, L.L.C.
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$1.2M · 10 participants
SANDRA A. WORMAN, D.D.S., P.A.
SANDRA A. WORMAN, D.D.S., P.A. PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 12 participants
DR. JAMIE M. DAY, DDS, MS, PLLC
JAMIE M. DAY, DDS, PLLC 401(K) PROFIT SHARING PLAN
$1.2M · 5 participants
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